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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,330 | $77,814+465.9% | $158,223+178.3% | $86,983+406.2% |
| Participation rate | 87.5% | 68.4%+19.1pp | 79.2%+8.3pp | 69.5%+18.0pp |
| Annual return | 15.50% | 30.54%-15.0pp | 52.09%-36.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $7,347 | $2,592+183.4% | $4,109+78.8% | $2,584+184.3% |
| Participant deferral / active EE | $9,281 | $3,270+183.9% | $5,467+69.8% | $4,194+121.3% |
| Admin fee / account holder | $216 | $5,879-96.3% | $16,047-98.7% | $7,856-97.3% |